Position in ROKU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$414,420
+$130,560 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.48%
of 13F equity value
Holder Rank
#459
of 775 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROKU Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Sherman Wealth Management LLC holds $414,420 across 1 Entertainment name. ROKU ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROKU |
Roku, Inc
This page
|
3,000 | $414,420 |
All Filings in ROKU
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,420 | 3,000 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $283,860 | 3,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $325,470 | 3,000 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||